Mutual Funds

How financial advisers can give investors a socially conscious portfolio that works SRI funds and ETFs are increasingly in demandWealth managers would do well to embrace SRI funds and ETFs for clients, writes Greg Vigrass.

This emerging-market ETF continues to blow away the competition The index tracked by Vanguard’s huge EM index funds now includes Alibaba and Baidu, but EMQQ keeps outperformingThe index tracked by Vanguard’s huge EM index funds has changed to include Alibaba and Baidu, but EMQQ keeps outperforming.

Gold’s glitter depends on investors making this big sentiment shift Market-timers need to be much more bearish to trigger a buy signalGold market-timers need to be much more bearish to trigger a buy signal, writes Mark Hulbert.

Asia to become No. 1 stock market — and here’s an all-American way to play that, says Morgan Stanley Asia looks likely to eclipse North America in terms of market cap, Morgan Stanley says Government focus and rising wealth are signals that the Asian stock market is at the start of a major expansion that should make it the world’s largest equity market within the next decade, according to Morgan Stanley.

Are investors getting more risk with passive bond funds than they bargained for? BIS asks The share of passively run mutual funds and bond ETFs of the U.S. bond market has grown to 4.5% in 2017 from 1.2% in 2007, says BIS The Bank for International Settlements said bond indexes end up favoring the most leveraged issuers, and those arguably representing bigger risks to investors.

Half of investors will own an ETF by 2020: BlackRock Last year, just 25% of investors owned an ETFExchange-traded funds, long one of the fastest-growing segments of Wall Street, could become the dominant investing vehicle in just a few years — not even 30 years after they were first introduced.

Guns and 4 other major social issues where big U.S. businesses are leading change Corporate America has no choice but to tackle controversies Congress avoidsCorporate America has no choice but to tackle controversies Congress avoids

Tillerson has lost his job but retains his tax deferral Special waiver gives presidential appointees an option to wait to pay capital-gains tax until their substitute investments, like Treasury bonds, are soldRex Tillerson may have lost his job as secretary of state, but there’s no imminent tax worries despite popular misconception.

This popular Dow stock looks ready to join GE on the discard pile Exxon Mobil investors are overly focused on dividends and not enough on cash earningsExxon Mobil investors are overly focused on dividends and not enough on cash earnings, writes Vitaliy Katsenelson.

Men make up 90% of portfolio managers, but not because they’re good at their jobs Male portfolio managers outnumber females by a ratio of nine to oneWall Street is dominated by men, but it’s not because they’re inherently better investors.

Here’s the ideal amount of gold to keep in your investment portfolio Gold has a place — a small one — in a diverse financial planGold has a place — a small one — in a diverse financial plan, writes Mark Hulbert.

SEC says Voya Financial agrees to $3.6 million settlement Two subsidiaries accused of misleading customersThe Securities and Exchange Commission said Thursday that two subsidiaries of Voya Financial Inc. agreed to pay $3.6 million to settle charges that they failed to disclose conflicts of interest and misled mutual-fund investors.

It’s time for investors to break up with their darling stocks In this new market environment, you are bound to be disappointed In this new market environment, you are bound to be disappointed. By Thomas H. Kee Jr.

Run, don’t walk, from investing pros who won’t lay their cards on the table Demand transparency on portfolios, fees, and investment strategiesInvestors should demand transparency and open communication from financial advisers.

Hedge-fund exposure to health-care stock is at a 5-year high Hedge funds are most overweight on consumer-discretionary stocksThe health-care sector hasn’t exactly been one of the stand outs of the year in terms of its share performance, but has proved to be a popular choice for hedge funds around the U.S.

February saw the third-highest stock outflows on record amid volatility resurgence $41.1 billion was pulled from stock-based ETFs and mutual funds over the month: TrimTabsInvestors beat a hasty retreat from stocks in February.

Volcker, Angelides in opposition on regulatory rollback Banking bill will either put system at significant risk again or provide much needed relief for smaller banksThe Senate is expected to approve this week the most significant reversal of regulatory requirements of financial services firms since the financial crisis including a significant retrenchment of the heightened scrutiny for banks with less than $250 billion in assets that was implemented by the Dodd-Frank Act of 2010.

How Amazon can deliver an ‘apocalypse’ to another fat-cat industry Critical information for the U.S. trading dayStocks seem to be recovering their footing, as investors bet that trade-war fears could fizzle out. Our call of the day suggests the asset-management industry should be worried because Amazon might enter it.

Short interest on junk bond ETFs hits record as investors warn of ‘liquidity mismatch’ Short interest for high-yield bond ETFs surged to a record of over $7 billion in FebruaryConcerns over the frothy high-yield bond sector are rearing its head, with short interest on high-yield exchange traded funds hitting a new record in February.

Why I think the conventional wisdom is wrong about hedge funds Professional money management keeps volatility in check and manages drawdowns in the markets — things you don’t get in passive investing Professional money management keeps volatility in check and manages drawdowns in the markets — things you don’t get in passive investing. By Jared Dillian.

Here’s how much a fund manager would have to gain to be truly superior Investment returns from year to year are mostly due to luckinvestment returns from year to year are mostly due to luck, writes Michael Edesess.

Fund fees keep crumbling as investors go cheap and passive A Fidelity fund will have a 0.0% expense ratioSetting aside where major asset classes may go in the coming months or years, it is clear that there has never been a better time to be an investor in basically any market.

Investors who believe in a free lunch are about to get a very expensive bill The days of easy gains are over, which is why it’s time to diversify into non-correlated investmentsThe days of easy gains are over, which is why it’s time to diversify into non-correlated investments, says Nigam Arora.

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